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Legacy Wealth Managment, LLC/ID: VOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Managment, LLC/ID on VOE, newest first. How the timeline and the estimate are built.

Legacy Wealth Managment, LLC/ID held 2,554 VOE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,554 shares
    Change vs previous 13F +274 shares

    0.21% of the 13F portfolio, value $504,670.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,280 shares
    Change vs previous 13F +466 shares

    0.21% of the 13F portfolio, value $420,159.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,814 shares
    Change vs previous 13F +1,533 shares

    0.15% of the 13F portfolio, value $321,750.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 281 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $49,057.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 281 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $46,214.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 281 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $45,112.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 281 shares
    Change vs previous 13F -170 shares

    0.03% of the 13F portfolio, value $46,298.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 451 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $77,315.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).